2023 Form 5500 filing — Rosen Hotels And Resorts, Inc. Employees Savings Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007122809NAL0027415472001) for Rosen Hotels And Resorts, Inc. Employees Savings Trust, reported by Rosen Hotels & Resorts, Inc. under EIN 59-1536217 and plan number 003. It reports 4,113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$82MReported net assets$82,003,274
Participants4.1K4,113
Provider compensation$85K3 Schedule C row(s)$85,000
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007122809NAL0027415472001
- Plan sponsor
- Rosen Hotels & Resorts, Inc.
- EIN
- 59-1536217
- Plan number
- 003
- Location
- Orlando, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$82M total assets
Net assets$82MLiabilities$0
Full reported line items
- Total assets (EOY)
- $82,003,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,003,274
- Employer contributions
- $3,018,384
- Participant contributions
- $8,445,601
- Total income / additions
- $22,036,880
- Benefits paid
- $4,049,868
- Administrative expenses
- $269,065
- Total expenses
- $4,473,877
- Net increase / (decrease)
- $17,563,003
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | NONE | $50,000 | not reported in the loaded dataset |
| Carol Zmuda Pa | NONE | $35,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $0 | $0 |